Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s Sun Communities SUI Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’s Portfolio SUI Stock Details SUI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$32.7M Buy
259,889
+4,964
+2% +$642K 0.06% 288
2025
Q4 		$31.6M Sell
254,925
-19,209
-7% -$2.4M 0.05% 285
2025
Q3 		$35.4M Sell
274,134
-272,246
-50% -$34.4M 0.06% 266
2025
Q2 		$69.1M Buy
546,380
+23,558
+5% +$2.92M 0.12% 164
2025
Q1 		$67.3M Buy
+522,822
New +$66.8M 0.13% 156

Other funds holding SUI

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's SUI Position: Q1 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft increased its Sun Communities (SUI) stake by 1.9% in Q1 2026, buying an estimated $642K and bringing the position to 259,889 shares worth $32.7M. The position accounts for 0.06% of the portfolio, ranked #288.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in SUI in Q1 2025 and has held it in 5 quarters since. The position peaked at $69.1M in Q2 2025. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 259,889 shares of Sun Communities worth $32.7M as of Q1 2026.
  • Universal-Beteiligungs- und Servicegesellschaft bought 4,964 Sun Communities shares in Q1 2026, an estimated $642K.
  • Sun Communities made up 0.06% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q1 2026, its #288 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Sun Communities in Q1 2025 and has held it in 5 quarters since.
  • Universal-Beteiligungs- und Servicegesellschaft's Sun Communities position peaked at $69.1M in Q2 2025.
  • 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q1 2026, filed 11 May 2026.